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Team

G. Michael Dorvillier

LPL Financial Advisor | LPL Registered Principal

(858) 551-8701

With over 25 years of experience as an advisor, Michael specializes in helping his clients navigate through the complexity of their financial lives. Michael strives to make a difference in the lives of his clients through lasting...

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Shari Miller

LPL Financial Advisor | LPL Registered Principal

(858) 551-8701

Shari brings over 30 years of experience focused on helping clients pursue their financial goals. 

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David Dow, CFP®

 

LPL Financial Advisor | LPL Registered Principal

(760) 779-8280

David Dow is Registered Principal with LPL Financial, and has been active in the financial services industry since 1978. Proudly, he holds the designation of Certified Financial Planner©, conferred upon him by the College for...

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Brett focuses on supporting his clients with individual investment management, insurance, and financial planning needs. Prior to joining Symbio Financial Partners as an independent LPL Financial Advisor, Brett worked as an advisor with...

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Having spent nearly her entire career working in corporate America, Susan decided it was time for a change and lucky for us joined Symbio Financial Partners in April of 2017. As Symbio’s Chief Operating Officer, Susan has been...

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Diana Anderson

Director of Marketing and Communications

(858) 551-8701

Diana joined Symbio Financial Partners in 2007 as an administrative assistant. Since then she has evolved into our resident MagGyver becoming known for her ability to work towards solving complex situations. Whether it’s her...

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Lisa joined Symbio Financial Partners in 2014 as an intern while she attended UC San Diego. She quickly became a valued member of the team and, lucky for us, decided to join us full time in 2016 after earning a BA in International...

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Karrissa has been involved in the financial services industry for past 23 years. She has filled the role of office manager, handling the transfer of assets and the compilation of cost basis information as well as monitoring account and...

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Daisy Barragan

Client Service Associate-Palm Desert

(760) 779-8280

Daisy has been involved in the financial services industry for the past 6 years. She is responsible for the preparation of new account documentation and compilation of trust information. Daisy would be happy to assist you with address...

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